United Wealth Management, LLC — 13F Holdings & Portfolio
CIK 2055362 · latest 13F-HR filed 2026-07-23
United Wealth Management, LLC manages $444.4M in 13F-reported U.S. long-equity assets across 24 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DFAC (37.68%), DFIC (8.27%), DFGX (8.15%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions and exited 0; 18 existing positions rose in reported value and 0 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-07-23
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
3 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 88.8%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Sep 29, 2026.
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| BEWLEY, ALAN, TAYLOR Control | MANAGING PARTNER since Dec 2004 | Less than 5% | Individual |
| CIRRUS CONSULTING, LLC Control | OWNER since Jan 2024 | 25–50% | Domestic Entity |
| EVOLUTION CONSULTING, LLC Control | OWNER since Jan 2024 | 75% or more | Domestic Entity |
| Turner, Elizabeth, Marie Control | CHIEF COMPLIANCE OFFICER since Mar 2026 | Less than 5% | Individual |
| BEWLEY, ALAN, TAYLOR Control Indirect owner via EVOLUTION CONSULTING, LLC | OWNER since Jan 2024 | 75% or more | Individual |
| LOHMAR, DANIEL, DAVID Control Indirect owner via CIRRUS CONSULTING, LLC | OWNER since Jan 2024 | 25–50% | Individual |
Ownership & leadership changes · 3 filings with changes since Jun 29, 2020
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- ChangedLOHMAR, DANIEL, DAVID · indirect via CIRRUS CONSULTING, LLC: ownership 75% or more → 25–50%
- AddedTurner, Elizabeth, Marie · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedBEWLEY, ALAN, TAYLOR · title MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER → MANAGING PARTNER
- AddedBEWLEY, ALAN, TAYLOR · OWNER · 75% or more · indirect via EVOLUTION CONSULTING, LLC · control person
- AddedCIRRUS CONSULTING, LLC · OWNER · 25–50% · control person
- AddedEVOLUTION CONSULTING, LLC · OWNER · 75% or more · control person
- AddedLOHMAR, DANIEL, DAVID · OWNER · 75% or more · indirect via CIRRUS CONSULTING, LLC · control person
- ChangedBEWLEY, ALAN, TAYLOR · ownership 75% or more → Less than 5%
- ListedBEWLEY, ALAN, TAYLOR · MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER · 75% or more · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- DIMENSIONAL ETF TRUST$21.2M +14.5%
- DIMENSIONAL ETF TRUST$4.4M +15.4%
- DIMENSIONAL ETF TRUST$3.6M +11.3%
- DIMENSIONAL ETF TRUST$2.0M +5.6%
- DIMENSIONAL ETF TRUST$1.6M +11.7%
United Wealth Management, LLC Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | DFAC | 25434V708 | $167.5M | 37.68% | 3,775,121 | SH |
| 2 | DIMENSIONAL ETF TRUST | DFIC | 25434V799 | $36.8M | 8.27% | 986,763 | SH |
| 3 | DIMENSIONAL ETF TRUST | DFGX | 25434V575 | $36.2M | 8.15% | 676,064 | SH |
| 4 | DIMENSIONAL ETF TRUST | DFSV | 25434V815 | $35.1M | 7.89% | 904,345 | SH |
| 5 | DIMENSIONAL ETF TRUST | DUHP | 25434V831 | $32.9M | 7.40% | 788,373 | SH |
| 6 | DIMENSIONAL ETF TRUST | DFGP | 25434V583 | $24.4M | 5.50% | 448,547 | SH |
| 7 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $21.6M | 4.87% | 366,726 | SH |
| 8 | DIMENSIONAL ETF TRUST | DFAR | 25434V823 | $15.7M | 3.53% | 600,451 | SH |
| 9 | DIMENSIONAL ETF TRUST | DISV | 25434V781 | $12.5M | 2.81% | 310,662 | SH |
| 10 | DIMENSIONAL ETF TRUST | DIHP | 25434V765 | $11.8M | 2.66% | 346,764 | SH |
| 11 | DIMENSIONAL ETF TRUST | DFEM | 25434V732 | $11.0M | 2.46% | 269,486 | SH |
| 12 | DIMENSIONAL ETF TRUST | DFCF | 25434V872 | $9.7M | 2.18% | 229,619 | SH |
| 13 | DIMENSIONAL ETF TRUST | DEHP | 25434V757 | $7.2M | 1.62% | 168,388 | SH |
| 14 | DIMENSIONAL ETF TRUST | DFEV | 25434V740 | $6.9M | 1.55% | 161,153 | SH |
| 15 | DIMENSIONAL ETF TRUST | DFNM | 25434V849 | $6.7M | 1.50% | 138,321 | SH |
| 16 | DIMENSIONAL ETF TRUST | DFAX | 25434V880 | $3.3M | 0.74% | 89,067 | SH |
| 17 | DIMENSIONAL ETF TRUST | DFSU | 25434V716 | $2.5M | 0.56% | 53,273 | SH |
| 18 | DIMENSIONAL ETF TRUST | DFSI | 25434V690 | $683.3K | 0.15% | 15,151 | SH |
| 19 | VANGUARD INDEX FDS | VTV | 922908744 | $559.2K | 0.13% | 2,566 | SH |
| 20 | VANGUARD INTL EQUITY INDEX F | VT | 922042742 | $335.7K | 0.08% | 2,139 | SH |
| 21 | UNITED AIRLS HLDGS INC | UAL | 910047109 | $328.1K | 0.07% | 2,413 | SH |
| 22 | WELLS FARGO & CO | WFC | 949746101 | $315.5K | 0.07% | 3,818 | SH |
| 23 | DIMENSIONAL ETF TRUST | DFSE | 25434V682 | $260.8K | 0.06% | 5,336 | SH |
| 24 | ISHARES TR | IVV | 464287200 | $242.2K | 0.05% | 323 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-23 | $444.4M | 24 | 0002085853-26-000825 |
| 2026-03-31 | 2026-05-04 | $402.3M | 24 | 0002085853-26-000545 |
| 2025-12-31 | 2026-02-11 | $386.6M | 24 | 0002085853-26-000248 |
CHARLOTTESVILLE, VA 22903